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Enhance Your HRIS User Experience Via Feature
Packs
Consultant Nicole Braun Quest Collaborate13
ABOUT
Our offerings span the
entire IT lifecycle
• Consulting Services • Packaged Applications • Cloud Technologies • Application Outsourcing • Infrastructure Services
“We are a dedicated team of highly-skilled consultants, engineers, deployment and integration specialists committed to delivering world-class service to your organization.”
• Overview • Org Chart • Manager Dashboard • Talent Summary • Implementation Considerations • Questions
TODAY’S AGENDA
FEATURE PACK OVERVIEW What is a feature pack?
•Delivered “off-cycle” between major releases •Enable customers to adapt value add capabilities without waiting for next major release •Functionality provided to meet changing business needs
•Oracle’s PeopleSoft HCM 9.1 Feature Pack 2 is now available and includes capabilities to help increase employee productivity and effectively align investments in the workforce.
• Increased Navigation Options
• Direct, Intuitive Navigation • Enhanced User Experience • Configurable Dashboard • Easier Reporting
HCM FEATURE PACK 2 A Few of My Favorite Things…
• Easily and quickly access the Company Directory • Simple search capabilities
ORG CHART VIEWER – NAVIGATION Home Screen Widget with Single Field Search
• Drill-down by employee through established relationships • Company Directory • Direct Reports • Matrix Reporting
ORG CHART VIEWER – NAVIGATION Smart Navigation
ORG CHART VIEWER – NAVIGATION Key Navigation Features • One Click Multi-tab Navigation • Focus Node – highlighted in yellow • Org Chart Drill Down • Excel and Visio Exports • Execute MSS Actions • Navigate Matrix Teams
Type Features Company Directory • First appeared in 9.1 with PeopleTools 8.51
• Hierarchy derived from the Job Tree Builder: Tree Structure ID: COMPANY_DIRECTORY
• Users can be any employee Direct Line Reports • New to 9.2 with PeopleTools release 8.52
• Hierarchy derived from the Direct Reports Configuration Manager • Users must have direct reports
Matrix Reporting • New to 9.2 with PeopleTools release 8.52 • Hierarchy can be derived from one of three options
• Manually Created • By Access Type • Via the Job Tree Builder: Tree Structure ID:
MATRIX_BY_JOB • Users must be a member of a matrix
ORG CHART VIEWER TYPES
• Configurable view
• Company-related data leveraging
• Personal information • Leverages
data from employee self-service
ORG CHART LAYOUT My Profile
ORG CHART LAYOUT Zoom 1
ORG CHART LAYOUT Zoom 2
ORG CHART LAYOUT Zoom 3
ORG CHART LAYOUT Zoom 4
ORG CHART ACTIONS Overview • Directly execute a slew of actions direct from the Org Chart
Directory
ORG CHART ACTIONS Feature Pack 1 Self Service Menu Employee Self Service Actions Manager Self Service
Actions Job and Personal Information
• Change Name • Update Home/Mailing
Address • Update Emergency Contacts • Update Marital Status • Review Ethnicity Details • View Personal HR Summary
• View Employee Personal Info
ORG CHART ACTIONS Feature Pack 2
Self Service Menu
Employee Self Service Actions Manager Self Service Actions
Time Management • Request Absence • View Absence Balances • View Absence History • Request Extended Absence • View Extended Absence History • Donate Leave • Receive Donated Leave • Return Unused Leave • Terminate Participation in Program • View Leave Transfer Request
History
• Request Absence • View Absence Balances • View Absence History
ORG CHART ACTIONS Feature Pack 2 Self Service Menu
Employee Self Service Actions
Manager Self Service Actions
Job and Personal Information
• View Personal Info Summary • Update Home/Mailing Address • Update Emergency Contacts • Update Marital Status • Change Name • Review Ethnicity Details
• View Employee Personal Info • Request Reporting Change • Transfer Employee • Promote Employee • Request Location Change • Change Full/Part Time Status • Retire Employee • Terminate Employee
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Employee Self Service
Actions Manager Self Service Actions
Compensation and Stock • View My Total Rewards • View Compensation
History • View Stock Option
Summary
• Request Ad Hoc Salary Change
• View Total Rewards • View Compensation
History • View Employee Stock
Option Summary
Benefits • View Benefits Summary • View Dependent and
Beneficiary Info
• N/A
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Employee Self Service Actions Manager Self
Service Actions Payroll • View Paycheck
• Maintain Direct Deposit • Change W-4 Tax Information • Maintain Voluntary Deductions • Indicate W-2/W-2c Consent • Indicate T4/T4A Consent • View W-2/W-2c Forms • View T4/T4A Slips • Request W-2 Reissue • View Payslip • View Payslip UK • Maintain Personal Bank Accounts • Maintain Net Pay Distribution • Update Year End Adjustment Data Japan
• N/A
ORG CHART ACTIONS Feature Pack 2 Self Service Menu
Employee Self Service Actions Manager Self Service Actions
Development • View My Current Profile • View My Historical Profile • View My Job Profiles • View My Interest List
• View Current Team Profiles • View Team Historical Profiles • View Team Interest Lists
Performance Management
• Create My Performance Document • Create My Development Document
• Create My Performance Document
• Create My Development Document
ORG CHART ACTIONS Feature Pack 2 Self Service Menu Employee Self Service
Actions Manager Self Service Actions
Career Planning • View My Career Progression Chart
• Manage Career Plans • View Career Progression
Chart Succession Planning
• N/A • Manage Succession Plans • View Succession 360
TRANSACTING SIMPLIFIED View Employee Personal/Job Information
• Form Instructions • Security Notifications • Identify New Changes • Required Fields marked
TRANSACTING SIMPLIFIED Promote Employee
TRANSACTING SIMPLIFIED Working with Performance Documents
TRANSACTING SIMPLIFIED Working with Performance Documents
•Configurable Matrix structure reporting •Develop dual reporting structures •Access Matrix Teams from the Org Chart
MATRIX TEAMS Overview
MATRIX TEAMS Functionality
•Configure access to execute manager self service actions for matrix mangers •Multiple hierarchy reporting options
• Manually Build • By Access Type • Job Tree Builder
ADDITIONAL FUNCTIONALITY List View
ADDITIONAL FUNCTIONALITY Excel Export
• Export direct and indirect hierarchies • Customize the columns exported • Export Matrix hierarchy structures
• Directly export hierarchies into visible Visio chart • Multi-tiered organizations separated into multiple tabs
ADDITIONAL FUNCTIONALITY Visio Export
•New enhanced way for managers to interact with the system •Directly access most manager self service features •Immediate visual analytics and notifications
MANAGER DASHBOARD Overview
•Immediately access Company Directory and Org Chart features from the dashboard
KEY PAGELETS Company Directory
•Directly access frequently used links from the dashboard •Create personalized links customize:
• Image •Label •Rollover message
KEY PAGELETS Quick Links
KEY PAGELETS Alerts
7 Types of Delivered Alerts 3 Types of Warnings Expiring Memberships Critical eCompensation Warning Expiring Licenses/Certificates Informational ePerformance Scheduled Training Birthday Alerts Anniversary Alerts
Non-Federal Delivered Approvals Compensation Approvals Nonperson Profile Job Offer Performance Document Job Opening Person Profile Manage Payable Time Promotion Manage Reported Time Reporting Change Manage Absence Approve Transfer Military Rank Change
KEY PAGELETS Pending Approvals
•Clear visual of open jobs associated with a hiring manger •Quickly browse and create jobs
KEY PAGELETS My Job Openings
•Immediate Overview of Direct Employee Data •Configurable and Expandable •Actionable •Exportable
DIRECT LINE REPORTS PAGELET Summary
•One-click access to indirect report information •Navigate to employee talent summary from direct reports pagelet
DIRECT LINE REPORTS PAGELET My Organization
DIRECT LINE REPORTS PAGELET Available Access Types
• Department Manager ID • Department Security Tree • Group ID • Partial Position Management Department Manager ID • Partial Position Management Supervisor • Reports to Position • Supervisor ID
DIRECT LINE REPORTS PAGELET Delivered Tab Options Summary Tab Job Details Tab Contact Tab Career Plan Tab • Display Name • First Name • Last Name • Actions • Potential • Job Title • Performance Rating Bar • Compa-Ratio • Position in Salary Range
• Employee ID • Job Code • Years in Job • Job Title • Schedule
• Telephone • Email • Department • Location • Instant Message
• Review Date • Relocate? • International? • Travel
DIRECT LINE REPORTS PAGELET Delivered Tab Options Compensation Tab Performance Tab Time Tab Succession Tab • Annual Salary • Salary Currency • Salary Range Minimum • Salary Range Midpoint • Salary Range Maximum • Compa-Ratio • Quartile • Percent Range
• Last Rating • Period Begin
Date • Period End Date
• Time and Labor • Comp Time Balance • Vacation Balance • Sick Balance
• Absence Management • Leave Balance 1 • Leave Balance 2 • Leave Balance 3
• Key Position • Successors • Risk of Leaving • Impact of Loss
• Directly execute manager self service actions
DIRECT LINE REPORTS PAGELET Actions
DIRECT LINE REPORTS PAGELET Delivered Actions
Time Management Job and Personal Information Compensation and Stock
• Request Absence • View Absence Balances • View Absence History
• View Employee Personal Info • Request Reporting Change • Transfer Employee • Promote Employee • Request Location Change • Change Full/Part Time Status • Retire Employee • Terminate Employee
• Request Ad Hoc Salary Change • View Total Rewards • View Compensation History • View Employee Stock Option
Summary
Development Performance Management Career & Succession Planning • View Current Team
Profiles • View Team Historical
Profiles • View Team Interest Lists
• Create Performance Documents • Create Development
Documents • View Performance Documents • View Development Documents
• Manage Career Plans • View Career Progression Chart • Manage Succession Plans • View Succession 360
• Export direct and indirect reports • Expand tabs to determine fields to include in Export • Export Individual tabs
DIRECT LINE REPORTS PAGELET Excel Export
• Job Related Information • Compensation Analytics • Person and Job Profile Information • New Record Tracking Options • Career and Performance Analytics
TALENT SUMMARY Overview
TALENT SUMMARY Navigation
IMPLEMENTATION CONSIDERATIONS Organizational Structure
• What is the high level strategy for implementation?
• Does your organizational structure reflect what is in PeopleSoft?
• Do you have dual reporting? • Do you want to utilize matrixes? • Who can execute what actions? • Exceptions
IMPLEMENTATION CONSIDERATIONS Who sees what?
• What fields are pertinent to your team?
• Where will users be able to access this information (i.e. company directory, org chart, profile, etc.)?
• At what level will personalization be controlled (i.e. administrator, user, special rights, etc.)?
IMPLEMENTATION CONSIDERATIONS Organizational Impact
• Do you currently have self-service enabled?
• What modules are you currently using?
• How will this change your current processes?
• What training will be required? • How will these changes be
maintained?
IMPLEMENTATION CONSIDERATIONS Implementation Resources
• Who are key stakeholders? • What internal resources are available to
manage the project in your organization?
• Will you leverage external consultants? • Will this be part of a larger
implementation? • Are there system preparations that need
to be made?
ADDITIONAL 9.1 ENHANCEMENTS
• Business Objectives Management • Plan Careers • Compare Profiles • Talent Pools
A PeopleSoft Modular Deep-Dive Event July 23-25, 2013 Rosemont, Illinois
A JD Edwards EnterpriseOne Deep-Dive Event December 2-4, 2013 Denver, Colorado
Mark Your Calendar!
Online Series Offerings for 2013
Series Month Professional Development Series June Executive Series June HCM Series July Upgrades Series August Mobility Series September Financials Series October JD Edwards World Series November Tools & Technology Series November
Take advantage of these improved series offerings for 2013, featuring Oracle sessions, vendor sessions
and some of the best customer sessions from the Quest community. Train from the comfort of your desk!
